- 09 Sep 2024
Frontier Markets have the potential to benefit from economic liberalisation and reform that has historically resulted in equity bull markets.
- 30 Aug 2024
Nick Hayes, of AXA Investment Managers, on the lingering uncertainty in areas of the global fixed income market now the Bank of England has acted.
- 29 Aug 2024
Fixed income funds have recorded their ninth consecutive month of inflows, highlighting growing investor confidence in bond markets despite ongoing economic uncertainties.
- 28 Aug 2024
Should equity investors focus solely on buying cheap stocks, or is prioritising quality and long-term growth prospects a more effective strategy?
- 27 Aug 2024
What do do investors need to know about GLP-1s - the weight loss drug that looks set to disrupt the medtech sector?
- 21 Aug 2024
With interest rates at historic lows, should bonds still play a role in an income-focused portfolio, or is it time to look elsewhere?
- 20 Aug 2024
In a year that has seen a banking crisis on one side and a wave of artificial intelligence enthusiasm on the other, humble banks have managed to outperform
- 14 Aug 2024
Inflation is trending in the right direction, with core goods and supercore services deflating slightly month over month- but shelter remains sticky. What does this mean? Professional investors only.
- 13 Aug 2024
The manufacturing winners of the last 20 years such as China and Korea look set to be challenged by the next generation of emerging markets (NGEN).
- 12 Aug 2024
Economic uncertainty creates active investing opportunities – how asset managers can thrive in the new world of higher rates, greater dispersion and heightened volatility.
- 08 Aug 2024
There is a dividing line between job risk and job pay – or, in the markets, company quality and company price.
- 08 Aug 2024
Duration management, or rather the lack of it, was a key factor in Silicon Valley Bank (SVB)'s collapse. Professional investors only.
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